Congress Wealth Management’s Fidelity MSCI Materials Index ETF FMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-42,831	Closed	-$2.06M	–	1082
2024 Q4	$2.06M	Buy	42,831 +37,525	+707%	+$1.81M	0.03%	409
2024 Q3	$288K	Buy	+5,306	New	+$288K	﹤0.01%	741